let's go to jim in new york. going to myself. >> caller: a wonder bread hostess twinkies booyah! what do you think will happen with hostess brands? will it go private or will flowers food would be a good fit? >> i don't think flo will buy them. you get a lot of labor issues and i remember flowers down there in thomasville, georgia, they don't really get into the labor issues. this outfit is more than a fashion statement. when you see me around town, you know this is how i look. i think the turnaround story at gap is alive and well. consider its pullback a chance not to pull on a full position. want 100 shares? buy 50 and wait for the latest disappointment from washington. stick around. lightning round is next. >>> it is time. time for the lightning round. and we'll take calls, and buy, buy, buy, sell, sell, sell. my staff will play this sound and the lightning round is over. are you ready, skedaddy? let's start with marshall in massachusetts. marshall. >> caller: hey, jim. i know you like cloud companies. i was taking a look at enc. trading about two times book value as a forward